Tradelink Capital Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Tradelink Capital Llc disclosed 21 stock positions valued at approximately $10.18K as of quarter-end June 30, 2026. The largest holdings include Zebra Technologies Corp, Silgan Holdings Inc, and VSE Corp.
- Report Period
- June 30, 2026
- No. of Stocks
- 21
- Portfolio Value
- $10.18K
Holdings by Sector
Tradelink Capital Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Zebra Technologies Corp | ZBRA | Technology | 10.01% | 3,798 | +3,769 | +12996.55% | $1,019 |
| Silgan Holdings Inc | SLGN | Consumer Cyclical | 8.04% | 17,630 | +17,630 | +100.00% | $818 |
| VSE Corp | VSEC | Industrials | 7.58% | 3,375 | +3,375 | +100.00% | $771 |
| GXO Logistics Inc | GXO | Industrials | 7.57% | 15,194 | +5,136 | +51.06% | $770 |
| ESAB Corp | ESAB | Industrials | 7.16% | 7,081 | +7,013 | +10313.24% | $729 |
| APi Group Corp | APG | Industrials | 5.69% | 13,413 | +13,318 | +14018.95% | $579 |
| Neogen Corp | NEOG | Healthcare | 5.51% | 62,350 | +22,251 | +55.49% | $561 |
| Armstrong World Industries Inc | AWI | Industrials | 4.79% | 3,037 | +378 | +14.22% | $487 |
| Compass Diversified Holdings | CODI | Industrials | 4.79% | 45,685 | -5,759 | -11.19% | $487 |
| Louisiana-Pacific Corp | LPX | Industrials | 4.74% | 6,125 | +6,125 | +100.00% | $482 |
| Vericel Corp | VCEL | Healthcare | 4.62% | 10,571 | +10,427 | +7240.97% | $470 |
| Crane NXT Co | CXT | Industrials | 3.35% | 6,658 | -4,453 | -40.08% | $341 |
| Gibraltar Industries Inc | ROCK | Industrials | 3.20% | 7,235 | +7,235 | +100.00% | $326 |
| Acv Auctions Inc | ACVA | Consumer Cyclical | 3.17% | 44,982 | +10,420 | +30.15% | $323 |
| Casella Waste Systems Inc | CWST | Industrials | 3.11% | 3,264 | +3,264 | +100.00% | $316 |
| Clean Harbors Inc | CLH | Industrials | 3.07% | 1,043 | +1,043 | +100.00% | $312 |
| Merit Medical Systems Inc | MMSI | Healthcare | 3.04% | 4,463 | +4,463 | +100.00% | $309 |
| Exlservice Holdings Inc | EXLS | Technology | 2.87% | 11,090 | +10,995 | +11573.68% | $292 |
| Graco Inc | GGG | Industrials | 2.71% | 3,652 | +3,652 | +100.00% | $276 |
| MSC Industrial Direct Co Inc | MSM | Industrials | 2.71% | 2,324 | -7,676 | -76.76% | $276 |
| Covista Inc | ATGE | Consumer Defensive | 2.27% | 1,849 | +1,849 | +100.00% | $231 |
Showing 21 of 21 holdings in the latest reporting period.